How to set up the Premium Quickbooks Integration

If you’re using our Premium Quickbooks integration there’s a bit of setup you have to do to properly take advantage of all of that extra value. This new premium integration allows you to map fields from your sales order to custom fields in Quickbooks, so you’ll be able to transfer information such as the Event ID or Patient ID to these custom fields on your Quickbooks Invoice.

1. Navigate to the Settings → Integrations tab.

2. First, connect your account to Quickbooks. If you haven’t already, check out how here.

3. Next, create custom fields in Quickbooks. You may create up to 3 to connect to ConnectSx. YOU MAY ONLY CONNECT DATA TO THE FIRST 3 CUSTOM FIELDS YOU CREATE, so MAKE SURE THE FIRST THREE CUSTOM FIELDS YOU CREATE FOR YOUR QUICKBOOKS INVOICE ARE THE 3 YOU USE.

4. Lastly, chose from 6 different fields in the ConnectSx-generated Sales Order and map those fields to up to 3 custom Quickbooks fields:

   1. Event ID

   2. Manual Note

   3. Patient ID

   4. PO Number

   5. Procedure

   6. Surgeon Name

5. Next, you may map one of the fields from the sales order to the Message on the Invoice. Select from the same options above.

6. Click Save

7. Lastly, check out the graphic on the Integrations Tab to verify the fields are mapping correctly.

Enable the auto-export setting to send the invoice to the financial system automatically when the Event is submitted for billing:

You may enable a setting for your financial system integration to automatically export the invoice to your financial system via the ConnectSx integration when the Event is submitted for billing or when the PO# is added to the event.